Method Community

I would like to have the ability to add a total % discount to an Estimate or Invoice.  Currently this is how I do it......I had set up a new item called 5% discount which deducts 5% from the line item above.  Howver this only works when I isnert the 5% discount item right below any other line item.  If I dont put this discount item ...

I'm getting the following four errors when I try to sync with QBO: Could not add/edit the Entity '708'. Click More Info to learn more about which record this is. The response from QuickBooks Online was: EMPLOYEE_REQUEST_BAD - Employee resource supports read-only access at this time. Create, Update, or Delete are not ...

I found the solution is to make a date range filter in the filter condition. It's simple, you just have to choose the date range option and then enter the dates that make up the range. Problem solved.

Hello, They said I need to generate a report to filter by date with a start and an end date. In action: Generate Report, I can add a filter to indicate that only display the records that are >= a start date, but on the criterion (where) I can not add that is <= the end date. How do I get the report to show only data between two ...

Hi Jsenick, By adding the TagList field to the Customer table, you are correct that Method is able to pick up on this "keyword" and will treat this new field as a Tag, similar to how the Contacts Table would.  However, as mentioned in the Help Center Article you pointed out, the actually "Tags" that may be have ...

I am trying to add the TagList field to a custom screen.  The TagList in question is newly added to the customer table (as opposed to the contacts table).  The tags icon does appear as expected.  But it does nothing but show a tiny empty bubble upon hovering over it.  The bubble then does not disappear unless I ...

Hi Andrew, This is difficult to answer without knowing your setup.  Can you first confirm the time zone your computer is set to, this might have something to do with that.  Do you have access to another Windows Computer that you can see if you have the same issue in Report Designer? If the first suggestion ...

This is a guest blog post by PR, digital, social media and communications strategist, Martin Waxman. Okay, so your new product/service is ready to be launched and you’ve got your story perfectly honed. You’ve read our earlier post about kick starting your PR and have started to build relationships with a few ...

We're getting an error trying to open a report in report designer. "The report failed to be created" "Unknown time zone." Thanks.

For those following this issue, Chris was able to resolve it.  The issue was that his webform was sending incorrect data to a dropdown field. - Adam